Contact: 651.393-5304 lisa@pharoseb.com
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Stephanie Shively
Medicare Specialist
Fun Fact: I was once on a TV show set with a Kodiak bear named Ursula, who only ate spaghetti and nothing else!
Joined the team: July 2024
Stephanie will assist the entire team on special products and support our Medicare eligible customers. Her primary focus will be on guiding employees as they transition into the individual products for those 65+. As the tides change for each individual through life events, she will be the point person at Pharos who is ready to patiently provide guidance and options.
Minnesota Life, Accident & Health License
Julie Keller
Medicare Specialist
Secret Passion: I am an artist and in my spare time I paint awesome murals
Joined the team: August 2016
Navigating the ever changing waters and topography of Medicare Supplement, Advantage, Cost and Prescription drug plans keeps Julie busy during the day. She is patient and understanding and works to ensure you have the correct plan based on your needs, health situation and current medications.
Minnesota Life, Accident & Health License
Wisconsin Life, Accident & Health License
Terri Moxley
Benefit Consultant
Secret Passion: Digging in the dirt aka gardening
Joined the team: February 2022
Consulting with our larger clients to navigate the constantly changing topography of employee benefits is Terri’s strength. Her experience and attention to detail will help our employers and their teams chart a course to provide meaningful benefit packages. Her efforts in communicating the complicated language of benefits will set our clients at ease. Together she will assist employers in attracting, retaining and retiring the best talent.
Minnesota Life, Accident & Health License
Kassie VanMoorlehem
Benefit Consultant
Secret Passion: Getting my hands dirty, either by throwing pottery or in the garden.
Dream Vacation: Italy or Greece to enjoy the art, history, and of course the food!
Joined the team: June 2023
Kassie leads the team that assists employers that have 2-49 employees. Making sure that growing entrepreneurs can keep their business running and still offer a competitive benefits package. Her experience, energy and excitement about benefits is an great asset when communicating benefits at open enrollment and throughout the year. Staying on top of trends and keeping up to date on benefit knowledge reduces the waves for all employers.
Minnesota Life, Accident & Health License
Derek Zabel
Employee Benefit Specialist
Adventure Goal: I want to watch the Timberwolves in every NBA arena and experience the culture of each city.
Joined the team: May 2024
Derek is responsible for developing new business and cultivating strategic partnerships. He will be networking and meeting with business owners and decision makers.
Minnesota Life, Accident & Health License
Julie Wheeler
Benefit Advocate
Dream Vacation: Ireland or Greece to enjoy the landscapes!
Joined the team: March 2022
As a compass leads you consistently to your destination, Julie keeps the day-to-day customer service on course, so that we can deliver accurate and up to date assistance to our clients and their employees. She supports our internal processes, so that together we can provide a variety of benefits to our employers. With several years of experience in customer service and the insurance industry her steady confidence and attention to detail complements our crew.
Minnesota Life, Accident & Health License
Joseph Bach
Benefit Analyst
Dream Vacation: Enjoying the mountains and lakes of Lucerne, Switzerland
Joined the team: July 2023
Joseph supports the crew by executing, managing and tracking the information surrounding employee benefits. With his navigation and guidance Pharos is able to set and remain on a steady course.
Kayli Elvin
Benefit Assistant
Fun Fact: Kayli is able to recite 80 digits of Pi.
Joined the team: April 2024
Kayli assists with eligibility for all Pharos clients. She will also create and refine communication materials. This will help entrepreneurs effectively share their unique benefit package, while keeping their business running. Her attention to detail and creative will help create the map to be allow all captains effectively navigate through their benefits.